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New enrollments, PCP changes, transfers and disenrollments in one workflow, with the marketer or broker behind each one and a monthly report your leadership can trust.

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EnrollmentOctober
18
New this month
6
PCP changes
2
Waiting on documents
MemberTypeBroker or reasonStatus
K. LindqvistNew enrollmentJ. OrtizApproved
M. HaddadPCP changeDirectIn review
S. VargaTransferA. KimMissing form
T. BrennanDisenrollmentMoved out of areaRecorded

How it works

Your team decides what happens. Newbula does the repetitive part and records everything.

1

Track the prospect

Prospects keep their own status until they are ready to enroll.

2

Enroll with attribution

Record the type, effective date and the marketer or broker who brought them in.

3

Keep it moving

Worklists and statuses show which enrollments are waiting on what.

4

Report every month

Volume by month, type, marketer and broker, plus disenrollments by reason.

What changes for your team

The work stays the same. The hours it takes do not.

Enrollments stuck in inboxesPending forms wait until someone remembers them.
Statuses and worklists keep every enrollment moving.
Members leave without a reasonDisenrollments are free-text notes, if anything.
Each one is dated, attributed and given a reason you can report on.
Broker credit by spreadsheetAttribution is reconciled by hand each month.
Credit is recorded at enrollment and rolls into the monthly report.

Everything included

Part of the same platform, so every result lands on the same patient record.

New enrollmentsDemographics and coverage captured once, ready for every other tool.
PCP changesPCP changes tracked as their own enrollment events.
TransfersPlan-to-plan and center-to-center moves without losing history.
Marketer and broker attributionEvery enrollment credited to the person who produced it.
Disenrollment with reasonsYour own list of reasons, so trends show up in reports.
Monthly reportsEnrollments and disenrollments by month, exportable for partners.

Works with

Each tool reads and writes the same record.

Patient ManagerRecords, notes, visits, documents and timelineLearn moreRisk and qualityHEDIS, Stars, risk adjustment and MLRLearn moreHealth plansRisk, quality and member outreachLearn more

Give your team the day back.

Bring one workflow, like reminder calls or fax intake. We'll walk through it in Newbula with your data.

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Or write to hello@newbula.ai